SMSFundamentals

SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.

Latest Stories

A change of heart from the US SEC may open the door for rapid growth of actively managed ETFs both in the US and Australia.

Apr 16 2019

Exchange traded fund manager BetaShares observes a shift in investor preference towards passive investment strategies and a growing demand for ESG-based alternatives.

Mar 12 2019


Research from Roy Morgan shows Australians’ level of super contribution is dropping, leading to a risk of insufficient retirement funding.

Nov 21 2018

As of last month, the Australian ETF market is now bigger than the 80-year old listed investment company market.

Oct 19 2018


Previous Stories

SMSFundamentals: How We Delude Ourselves

Sep 14 2018

Cuffelinks’ Graham Hand makes note of a common error made by investors in assessing their returns.


SMSFundamentals: Women Fall Short On Super

Jul 09 2018

Women are working for longer but compared to men, are looking at a lot less super on retirement.


SMSFundamentals: Financial Advisers In Regulators’ Sights

Jul 02 2018

Australian regulators are cracking down on “one-stop shop” investment advisors to SMSFs, claiming bad advice.


SMSFundamentals: Why Do You Not Own Corporate Bonds?

May 29 2018

Corporate bonds are highly suitable as a portfolio allocation for retirement investors and interest is growing, despite many Australians being unaware of their existence.


SMSFundamentals: ETF Investment Enters The Mainstream

Mar 22 2018

A recent survey suggests investment in Australian exchange traded funds continues to grow a-pace and a wider range of investors is now turning to ETF investment.


SMSFundamentals: A New Phase For Exchange-Traded Funds

Oct 13 2017

SMSF interest is growing in the latest incarnation of exchange-traded products — active ETFs.


SMSFundamentals: How Do We Rate Financial Advice?

Apr 11 2017

A recent survey has made some interesting findings on whether Australians seek financial advice and how that advice is valued.


SMSFundamentals: Can An SMSF Invest In Gold?

Apr 04 2017

There are various regulatory considerations regarding an SMSF investing in gold, jewellery or coins.


SMSFundamentals: An Alternative For The Capped-Out

Dec 15 2016

Superannuation accumulators now “capped-out” by new regulations should consider imputation bonds as an alternative investment, Austock suggests.


SMSFundamentals: When Should You Open Your Own SMSF?

Nov 30 2016

Andrew Zbik of Omniwealth notes self-managed super funds are not for everybody.